TVWM

Tower View Wealth Management Portfolio holdings

AUM $193M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.61M
3
+$1.18M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.18M
5
MELI icon
Mercado Libre
MELI
+$901K

Top Sells

1
+$2.08M
2
+$2.08M
3
+$1.94M
4
AOS icon
A.O. Smith
AOS
+$1.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.2M

Sector Composition

1 Industrials 16.65%
2 Healthcare 11.76%
3 Financials 9.04%
4 Technology 7.77%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.04%
1,145
-87
77
$41K 0.04%
420
+354
78
$40K 0.03%
300
-33
79
$39K 0.03%
260
80
$37K 0.03%
400
81
$36K 0.03%
662
+3
82
$35K 0.03%
231
+2
83
$32K 0.03%
402
+3
84
$32K 0.03%
614
85
$31K 0.03%
248
+1
86
$31K 0.03%
192
87
$30K 0.03%
2,544
88
$28K 0.02%
165
89
$27K 0.02%
245
+1
90
$25K 0.02%
275
91
$24K 0.02%
311
+2
92
$23K 0.02%
197
93
$22K 0.02%
431
94
$22K 0.02%
430
+5
95
$19K 0.02%
266
+3
96
$18K 0.02%
720
97
$18K 0.02%
86
-20
98
$16K 0.01%
162
99
$15K 0.01%
218
100
$14K 0.01%
150
2 3
4
5 6